David Smith Email & Phone Number

England, United Kingdom

Birmingham, England, United Kingdom

- Reporting of monthly MI for Executive and Board- Group wide quarterly forecasts- Group wide annual budgets and strategic plans- Supported development of strategic initiatives- Oversight of month end close

Birmingham, England, United Kingdom

Group Finance role in FP&A team at Wesleyan.- Quarterly group forecasts- Annual budgets and strategic plans- Supported development of strategics across the group- Specific focus on the transformation agenda and how projects support delivery of the wider strategy.

Birmingham, England, United Kingdom

Finance Business Partner working with the Transformation Director. - Presented monthly updates on financial performance (costs and benefits) of the project portfolio to monthly Executive meetings. - Monthly rolling project forecasts, annual budgets and strategic planning for the project portfolio. - Helped with wider business to track and report on project.

Birmingham, West Midlands, United Kingdom

Managed a team of accountants and actuaries to produce management information for Wesleyan. Responsibilities included reporting of income and cost for the Wesleyan group, budgeting and forecasting of the Society's cost base and supporting the group strategic planning process.

Birmingham, West Midlands, United Kingdom

Managed a team of four financial accountants. Responsibilities included statutory accounts for Wesleyan Financial Services and Wesleyan Unit Trust Managers, control accounts for Wesleyan Assurance Society, group VAT return and other regulatory reporting.

Birmingham, United Kingdom

Management of the MI Team at Wesleyan. The MI Team's activities include production of regular internal MI, supporting forecasts and budget cycles and providing finance support to the business. The MI team produce weekly and monthly MI including reports for submission to Executive and Board meetings. The team works closely with the business to ensure.

My responsibilities include commercial business partner support for Wesleyan Bank involving financial modelling and support for the bank's ICAAP. I work with management to produce forecasts budgets and monthly management information for Wesleyan Bank. I also complete financial modelling for the Wesleyan group for budgets, medium term planning and M&A.

I produced monthly management information for business units within Wesleyan. I worked with department heads to develop and manage their cost budgets. I supported the annual budgeting cycle as well as developing reports and producing analysis to provide insight into their business.

Accounting For Management, Accounting For Management, 2.1 (Hons)

Mathematics, Accounting And Computing